Integration
Connect YNAB to Missive
When Goal Completed fires in YNAB, your agent runs Create Task in Missive. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want YNAB and Missive to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What YNAB can start in Missive
When Goal Completed in YNAB
then Create Task in Missive
When New Account in YNAB
then Update Task in Missive
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with YNAB and Missive
Triggers and actions 14 triggers · 15 actions
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Add shared labelCreates a shared label in a Missive organization, optionally nested under a parent label and shared with the organization, a team or specific users.
Action
Create DraftCreates an email, SMS, WhatsApp, Live Chat or custom-channel draft in Missive, in a new conversation or as a reply to an existing one. The draft can be left for editing, sent immediately, or scheduled for later.
Action
Create PostCreates a post in a new or existing Missive conversation, optionally closing, reopening, assigning, labelling or moving that conversation at the same time.
Action
Create TaskCreates a task in Missive — a standalone task assigned to a team or users, or a subtask inside a conversation.
Action
Get conversationReturns a single Missive conversation, including its subject, assignees, users, shared labels, team and message counts.
Action
Get taskReturns a single Missive task by its id, including its title, description, state, due date, assignees and team.
Action
List conversationsReturns the conversations in a Missive mailbox, shared label or team inbox, newest activity first, optionally narrowed to one contact email, domain or contact organization.
Action
List usersReturns the users in the Missive organizations you belong to, optionally limited to one organization.
Action
Merge conversationsMerges one conversation into another. The source conversation's messages, comments and other entries join the target conversation; this cannot be undone.
Action
Update conversationUpdates a conversation without adding a post: rename it, recolor it, close or reopen it, move it to an inbox or team, assign users, or add and remove shared labels.
Action
Update TaskUpdates an existing Missive task's title, description, state, assignees, team or due date. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
YNAB and Missive, answered
What can start an automation from YNAB?
Any of YNAB's 14 triggers in the catalog, including Goal Completed, New Account, New Category and New or Updated Account. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Missive when something happens in YNAB?
Any of Missive's 11 actions, including Create Draft, Create Post, Create Task and Update conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Missive to YNAB?
Missive has no triggers in the catalog today, so automations start in YNAB. If you need the other direction, ask: your agent reads Missive's API documentation and adds it.
Do I have to build a connector for YNAB or Missive?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use YNAB and Missive without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.